J.P. Morgan Asset Management’s 2016 Guide to Retirement makes two interesting observations on life expectancy. While most people know that the average American is living longer due to several factors, including advancements in healthcare, another point is often overlooked: the narrowing life expectancy for men and women.
In theory, successful long-term investing seems pretty straightforward: buy a diversified set of companies with solid business prospects and reasonable valuations, patiently monitor them over years or even decades, and watch your money grow. Simple, right? If only it were that easy.
Buyers Should Be Aware of Falling Commodity Prices
With so many energy and basic materials companies’ credit ratings having been downgraded in the face of weakness in commodity prices, investors in the high yield space should take note of changes to the pertaining indexes. Bonds that were previously rated investment grade may have been pushed down to the high yield segment, while those of the highest quality in the junk bond spectrum could have been pushed down to the B and CCC areas, denoting even riskier fare.
So what does this mean, then? Continue reading “High Yield – What’s in Your Index?”
Since the first one made its debut in 1994, target-date funds have increasingly gained in popularity among investors. Over the last decade, target-date funds have become a staple of 401k other retirement investment plans. With that being said, Continue reading “Target-Date Funds – Set It and Forget It?”
Interesting study from Wealthfront, noting that only 8% of linked accounts in 2015 were built properly. Most suffered from excessive fees, insufficient diversification, and heightened risk. Continue reading “Portfolio Problems Abound”
With volatile and uncertain capital markets as of late, prudent investing is more essential than ever. However, many investors have had a hard time keeping calm and staying on track with a financial plan in such an unstable market environment. In many scenarios, Continue reading “5 Common Mistakes Threatening Your Portfolio”
It’s a fact that the markets will fluctuate, meaning that there may be periods where your account will underperform. Nonetheless, as difficult as it is, it’s important to keep a long-term perspective and stick to a properly positioned, balanced portfolio. A significant part of this process is Continue reading “Give Diversification a Chance!”
After the financial crisis of 2007 – 2009, too many young individuals have followed in the footsteps of their parents and grandparents by investing conservatively. According to a study done by the Transamerica Center for Retirement Studies, Continue reading “3 Reasons Why Millennials Need to Invest in Equities”
Condor Capital Wealth Management Credits New Rewards Program With a Buying Opportunity in American Express
MARTINSVILLE, N.J., Feb. 24, 2015 (GLOBE NEWSWIRE) — American Express, the second-largest credit card network in terms of payment volume, has endured a difficult stretch this month, but has a new rewards program that has the ability to change its fortunes. Continue reading “Condor Capital Credits Buying Opportunity in American Express”
Condor Capital has recently initiated a position in Whirlpool Corporation (WHR) in some of its clients’ portfolios. Whirlpool is the largest home appliance manufacturer in the world, with a portfolio of brands that includes Whirlpool, Maytag, KitchenAid, Brastemp and Consul.